PA23 - UK4 - Tender Notice

{
  "id": "026279-2026",
  "tag": [
    "tender"
  ],
  "date": "2026-03-23T13:40:11Z",
  "ocid": "ocds-h6vhtk-06716a",
  "buyer": {
    "id": "GB-PPON-PBJQ-2231-ZRPG",
    "name": "Southern Water Services Limited"
  },
  "tender": {
    "id": "Prj_8082",
    "lots": [
      {
        "id": "6a",
        "title": "Engineering & Manufacturing",
        "value": {
          "amount": 2300000,
          "currency": "GBP",
          "amountGross": 2760000
        },
        "status": "active",
        "options": {
          "description": "SW reserves the right to add and/ or remove standards depending on business needs"
        },
        "renewal": {
          "description": "Option to extend 2+1 (to a total of 6 years)"
        },
        "hasOptions": true,
        "hasRenewal": true,
        "description": "Engineering Maintenance Technician Level 3 (standard)",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Technical",
              "type": "quality",
              "numbers": [
                {
                  "number": 80,
                  "weight": "percentageExact"
                }
              ]
            },
            {
              "name": "Price",
              "type": "price",
              "numbers": [
                {
                  "number": 20,
                  "weight": "percentageExact"
                }
              ]
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2029-07-19T23:59:59+01:00",
          "startDate": "2026-07-19T00:00:00+01:00",
          "maxExtentDate": "2032-07-19T23:59:59+01:00"
        }
      },
      {
        "id": "6b",
        "title": "Engineering & Manufacturing (w)",
        "value": {
          "amount": 300000,
          "currency": "GBP",
          "amountGross": 360000
        },
        "status": "active",
        "options": {
          "description": "SW reserves the right to add and/ or remove standards depending on business needs"
        },
        "renewal": {
          "description": "Option to extend 2+1 (to a total of 6 years)"
        },
        "hasOptions": true,
        "hasRenewal": true,
        "description": "Standards in this lot\nWater Industry Asset Maintenance Technician (Level 3)\nWater industry network technician Level 3,\nWater industry treatment process technician level 3\nWater network operative Level 2, \nWater process operative Level 2, \nWater treatment technician level 3",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Technical",
              "type": "quality",
              "numbers": [
                {
                  "number": 80,
                  "weight": "percentageExact"
                }
              ]
            },
            {
              "name": "Price",
              "type": "price",
              "numbers": [
                {
                  "number": 20,
                  "weight": "percentageExact"
                }
              ]
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2029-07-19T23:59:59+01:00",
          "startDate": "2026-07-19T00:00:00+01:00",
          "maxExtentDate": "2032-07-19T23:59:59+01:00"
        }
      }
    ],
    "items": [
      {
        "id": "6a",
        "relatedLot": "6a",
        "deliveryAddresses": [
          {
            "region": "UKJ4",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ22",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ27",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ28",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ3",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "80500000",
            "scheme": "CPV",
            "description": "Training services"
          },
          {
            "id": "80510000",
            "scheme": "CPV",
            "description": "Specialist training services"
          },
          {
            "id": "80530000",
            "scheme": "CPV",
            "description": "Vocational training services"
          }
        ]
      },
      {
        "id": "6b",
        "relatedLot": "6b",
        "deliveryAddresses": [
          {
            "region": "UKJ4",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ22",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ27",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ28",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ3",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "80500000",
            "scheme": "CPV",
            "description": "Training services"
          },
          {
            "id": "80510000",
            "scheme": "CPV",
            "description": "Specialist training services"
          },
          {
            "id": "80530000",
            "scheme": "CPV",
            "description": "Vocational training services"
          }
        ]
      }
    ],
    "title": "PA23 - UK4 - Tender Notice",
    "value": {
      "amount": 3600000,
      "currency": "GBP",
      "amountGross": 4320000
    },
    "status": "active",
    "documents": [
      {
        "id": "conflictOfInterest",
        "description": "Not published",
        "documentType": "conflictOfInterest"
      },
      {
        "id": "026279-2026",
        "url": "https://www.find-tender.service.gov.uk/Notice/026279-2026",
        "format": "text/html",
        "noticeType": "UK4",
        "description": "Tender notice on Find a Tender",
        "documentType": "tenderNotice",
        "datePublished": "2026-03-23T13:40:11Z"
      }
    ],
    "procedure": {
      "features": "Southern Water intends to award a multi lotted open framework with limited number of suppliers on each lot using the Competitive Flexible Procedure under the Procurement Act 2023, Light Touch Regime.\nThis procurement process will be run in accordance with the Procurement Act 2023 (“PA23”) under Light Touch Regime using the Competitive Flexible Procedure. The Light Touch Regime, applicable to this Apprenticeships Framework, affords a little more procedural flexibility. The procedure designed by SWS, and detailed in this IITT, will apply the core principles of the Act, including transparency, fairness, and equal treatment for potential bidders  and aims to ensure value for money and to support open competition, while allowing flexibility to meet the specific needs of apprenticeship delivery.\nThis procurement is part of an overarching Framework tender - which the PQQ stage is currently under evaluation Prj_7318 Apprenticeships Framework .\nChanges have been made to the oroginal lotting structure  -  one lot was closed (lot 9) and one lot was withdrawn and being advertised here as lots 6a and 6b - and the scope document, this procurement will run on a separate timeline under Prj_8082. \nStage 1 Pre-Qualification (PQQ)\nAll interested tenderers are invited to submit a response to the Pre-Qualification Questionnaire, by completing all the sections within the questionnaire and providing all the requested information. As indtructed in the IITT document (published within the tender documentation). Failure to provide all the required information will deem the response non-compliant and it will not be evaluated.\nThe Tenderer will be required to accept the Terms and Conditions in the Framework Agreement. \nTenderers should note that SWS reserves the right to reject a tender submission if the terms and conditions of contract are not agreed between SWS and the Tenderer within a reasonable period. Such period to be determined at the sole discretion of SWS.\nSWS additionally reserves the right to not award the Framework to any Tenderer. In this stage of the Procurement tenderers will be provided with all the relevant pre- qualification information. Interested bidders must submit a response using the SW sourcing portal by the deadline advertised. Commercial evaluation criteria will be provided to all successfull bidders at ITT stage. Any ITT information provided at this stage is for information only.\nStage 2 - ITT\nOnly shortlisted tenderers will receive an Invitation To Tender\nShortlisted tenderers will be invited to respond to the ITT technical questions, may be required to attend a presentation (where applicable), and as well as to provide a commercial response as part of their tender submission, in alignment with the costing structure provided in the e-sourcing portal. The SW team may require to carry out site visits to verify the suitability of provider's training facilities for the purpose of clarifying tender responses and to assist in the moderation of score allocation as further detailed in Section 8 of the IITT. \nCommercial envelope evaluation comprises an initial submission in alignment with the costing structure provided in the e-sourcing platform. All Commercial evaluation details will be provided at ITT stage.\nThe SW team may carry out site visits to verify suitability of provider’s training facilities for the purpose of clarifying tender responses and to assist in the moderation of score allocation as further detailed in Section 8 of the IITT. \nFor any clarifications during the ITT phase, you are reminded to only use the message function of the SWS e-sourcing tool, Bravo, using the help and instructions provided on the home page as needed. During the ITT evaluation period SWS’s Procurement team may contact the Tenderers should queries arise related to the ITT response. Detailed ITT instructions will be submitted to successful tenderers after PQQ evaluations\nSWS reserves the right but is under no obligation to re-visit evaluation scoring. \nPotential Tenderers please note that whilst every effort has been made to ensure that full documentation is provided with the Tender Notice, SWS reserves the right under Section 31 of PA23 to make modifications to the terms of a covered procurement, relating to: \n•  Conditions of participation \n•  Award criteria \n•  Requirements of the competitive tendering procedure \nProvided that the modifications are in accordance with the provisions of PA23.  SWS will ensure that following any such modifications, it will:\n-\tRevise any applicable timescales (where required) as a result of such modification, and \n-\tnotify the participating suppliers of such changes, where a participation period applies.\nTenderers will have 15 days to submit a response to the PQQ stage. All communications regarding this procurement must be conducted via the Jaggaer sourcing portal messaging system.\nIt is the tenderers sole responsibility to familiarise themselves with the functionality of the Jaggaer system and ensure that their bid is submitted in the correct format by the deadline set within the tender documentation.\nShould they have any queries regarding the Jaggaer system, tenderers are advised to contact Jaggaer Support directly.",
      "isAccelerated": true,
      "acceleratedRationale": "Light touch contract"
    },
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "techniques": {
      "frameworkAgreement": {
        "type": "closed",
        "method": "withAndWithoutReopeningCompetition",
        "description": "This procurement process will be run in accordance with the Procurement Act 2023 (“PA23”) under Light Touch Regime using the Competitive Flexible Procedure. The Light Touch Regime, applicable to this Apprenticeships Framework, affords a little more procedural flexibility. The procedure designed by SWS, and detailed in the IITT document, will apply the core principles of the Act, including transparency, fairness, and equal treatment for potential bidders  and aims to ensure value for money and to support open competition, while allowing flexibility to meet the specific needs of apprenticeship delivery.\nThe total price for each apprenticeship will be based on the applicable funding band set by the Skills & Growth Levy. This price includes all on-programme training and End-Point Assessment and must not exceed the funding band maximum.\nAdditional information on each individual Apprenticeship standard can be found here: https://skillsengland.education.gov.uk/apprenticeships/\nThere will be one PQQ envelope for each lot that will qualify Tenderers into the Invitation to Tender (“ITT”) \nstage of the procurement process – subject to tenderers meeting the minimum requirement of the *PQQ \nTechnical Criteria Evaluation Method defined in this IITT. Tenderers must indicate in the PQQ the Lots they \nare bidding and which standards they are able to deliver within each of the lots they are bidding for – Tenderers will have to follow this procedure also for lot 6a, which only has 1 standard for the avoidance of doubt.\nThere will be no predetermined maximum number of suppliers admitted to each lot but it is SW’s intention to \nhave at least one supplier in each of the SW regional areas Sussex, Kent, Hampshire and Isle of Wight. \nHowever, in instances where a lot receives bids from more than four potential suppliers, only the top-scoring \nbidders will be selected. This approach is intended to maintain a competitive environment while ensuring \nquality and manageability within each lot. Tenderers will require a minimum total score of 50 at PQQ and ITT \nstage. \nSWS reserves the right in its absolute discretion to increase or decrease these numbers in the event where \nin the circumstances of the scoring, this appears to SWS to be appropriate having regard to the variation in \nscores between the potential Tenderers to ensure sufficient competition is retained in the process and to \nensure desired coverage of the lot. \nSimilarly, SWS reserves the right to alter the numbers of Tenderers for each Lot if the total number of \nTenderers cannot meet the full needs of the lot and if a fewer number of tenderers are needed then initially \nanticipated.\n1. Process to shortlist suppliers to ITT – Evaluation of the Tenderer’s PQQ submission \nThe process for shortlisting potential bidders to be invited to tender following PQQ stage, shall be as \nfollows:- \na) Tenderers shall pass the qualification questions in the PQQ – this is made of a Standard Mandatory \nsection and a Technical questions envelope.  \nb) Remaining Tenderers shall have their answers to the PQQ Technical Questions, scored in \naccordance with the Scoring Criteria.  \nc) These scores will then be moderated. \nd) Tenderers shall be excluded for the following: \ni. \nIf they scored a 0 in any question \nii. \nIf they have a total technical score below 50   \ne) Of the remaining tenderers the higher scorers shall be taken through to ITT in accordance with the \nselection approach in section 4 at SW’s discretion to ensure enough coverage to meet the business \nneed. \nf) \nIf the number of tenderers bidding at ITT is low for each lot, then this number will be taken through. \ng) Where there is a tie in scores on the lowest qualifying tenderer then the additional tied-score \ntenderer(s) may be taken through.\nFor awarding a tenderer a place on the framework – Evaluation of the Tenderer’s Bid Submission \nTender Evaluation \nFor multi supplier Lots: \na) Tenderers shall have their answers to the ITT Technical Questions, scored in accordance with the \nScoring Evaluation Criteria set out in this IITT. \nb) These scores will then be moderated by SWS’ evaluation team.  \nc) Tenderers with total technical scores of less than 50 shall be excluded. \nd) For each Lot SWS aims to award to the minimum number of defined suppliers, depending on \nawarded final scores. If SWS is satisfied that the top-ranking bidder is able to fulfil all the \nrequirements set out in the Framework Agreement (including relevant specification and other \nSchedules)' of the relevant Lot, only that Tender will be appointed. The next ranked supplier(s) will \nonly be awarded a place on the framework until all the below criteria may be satisfied: \ni. \ncapacity to cover all or some of the standards in the lots bided for \nii. \niii.  \nthe supplier (s) has achieved the minimum score of 50 and passed all other minimum \nrequirements stipulated in the tender process. \nFull or partial coverage of Southern water region, in relation to the apprenticeship standards \nbided for; \nWithin the tender evaluation stage of the process, Tenderers will be scored against the evaluation criteria, as \noutlined in section 8 of the IITT document. Each question within the e-sourcing portal will have instructions about \nhow to respond to the question or what evidence to upload. These instructions must be adhered to when \ncreating any response to this opportunity. Each question will outline how SWS will score the responses \nagainst any evaluation criteria. \nTenderers must provide a commercial response as part of their tender submission, in alignment with the \ncosting structure will be provided to successful tenderers at ITT stage.\nThe ITT questions are provided within the tender documentation for information only\nAward Procedures:\nIf Southern Water wishes to source Services through this Framework Agreement, it may do so by entering into a Call-Off Contract in accordance with the procedures set out in clause 5 of the Framework Agreement document.\nDirect Award Procedure Subject to clause 5.3 (and provided the conditions in clause 5.2 and Schedule 2, Part 2 have been met), where Southern Water wishes to award a Call-Off Contract under this Framework Agreement without undertaking the further competition procedure set out in clause 5.5 of the Framework Agreement document.\nFurther Competition Award Procedure (mini-competitions) 5.5 5.6 5.7 Subject to the specific process described in clause 5.2, Southern Water may undertake a further competition in order to award a Call-Off Contract under this Framework Agreement."
      },
      "hasFrameworkAgreement": true
    },
    "awardPeriod": {
      "endDate": "2026-06-12T23:59:59+01:00"
    },
    "description": "Scope of Services\n1. Background\nSouthern Water (SW) is re tendering its existing Apprenticeships Framework under Procurement Act 2023 rules and separately running a procurement for Lots 6a and 6b – these lots will be part of the Apprenticeships Framework prj_7318.\n The new scope reflects:\n•\tRemoval of apprenticeship standards that no longer align with business needs\n•\tContinued delivery of high uptake programmes supporting operational and strategic workforce planning across SW and requirements for AMP8.\n2. Purpose and Objectives\nThe aim of this procurement is to appoint suitably qualified Framework Partners capable of delivering Skills England approved Apprenticeship Standards across multiple SW operational areas.\nObjectives:\n•\tEstablish a compliant, high-quality framework for levy-funded apprenticeship delivery\n•\tProvide SW with access to current, industry-relevant apprenticeship standards\n•\tSupport technical capability growth across Engineering, Operations and related fields\n•\tEnsure training aligns with Skills England occupational maps and updated national skills priorities\n•\tEnsure that provider hubs are strategically located to reduce the amount of travel for Apprentices\n•\tEnsure that provider hubs have the correct infrastructure and equipment required for the provision of the standards listed in the scope of this tender\n•\tEnsure that providers have standard programmes ready to start in September 2026\n3. Scope of Services\nSW intends to establish a multi-supplier, multi-lot framework for the delivery of apprenticeship standards from Level 2 to Level 7 (wider framework). \nSW reserves the right to add or retire standards during the Framework Term to match updates published by Skills England, which now manages apprenticeship standards, revisions and occupational maps for England. \n3.1 Lot Structure\nLot 6a Engineering & Manufacturing\n- Engineering Maintenance Technician Level 3\nLot 6b Engineering & Manufacturing\n- Water Industry Asset Maintenance Technician (Level 3)\n- Water industry network technician Level 3,\n- Water industry treatment process technician level 3\n- Water network operative Level 2, \n- Water process operative Level 2, \n- Water treatment technician level 3\n3.2 Geographic Coverage & Delivery Model\nProviders must demonstrate capability to deliver:\n•\tApprenticeships program ready to start in September 2026\n•\tAcross multiple regions UK wide and within the SW operational footprint\n•\tWith maximum apprentice travel time of 1 hour to training facilities\n•\tWith at least one delivery point available across Sussex, Kent, Hampshire and Isle of Wight\n•\tFace to face learning where required by the apprenticeship standard\n•\tHybrid/remote delivery where appropriate and compliant with ESFA funding rules\n3.3 Training Facilities & Infrastructure\nProviders must maintain access to:\n•\tMechanical, electrical, instrumentation, and control training equipment\n•\tEngineering workshops, machinery and bays\n•\tCapacity to deliver all mandatory practical components of the standards\n•\tBusiness continuity arrangements to ensure uninterrupted delivery\nProviders may be required to deliver training at SW premises for joint water sector cohorts where required.\n4. Framework Duration & Operation\n•\tInitial Term: 3 years\n•\tOptional extensions: Up to 6 years total (2 + 1 increments)\n•\tCall off mechanisms: \no\tMini Competition\no\tDirect Award (where compliant with criteria)\n•\tProvider onboarding, continuous compliance checks and performance management form part of framework governance\n5. Funding & Compliance Requirements\nProviders must comply with:\n•\tESFA Apprenticeship Funding Rules (2026 and successors)\n•\tGrowth & Skills Levy rules\n•\tSkills England–approved apprenticeship standards and assessment plans \n•\tOfsted Education Inspection Framework (EIF)\n•\tPrevent Duty, Safeguarding, KCSIE\n•\tEPAO requirements and funding band caps\nMandatory obligations:\n•\tClear cost breakdown aligned to Skills England funding band limits\n•\tFull compliance with off the job training requirements\n•\tTransparent EPA cost structure within ESFA maximum thresholds\n•\tAdherence to subcontracting rules where used\n6. Quality Assurance & Performance Monitoring\nMinimum requirements:\n•\tOfsted Rating: “Good” or above (RI considered case by case) \no\tTwo consecutive RI outcomes = non compliance\n•\tSafeguarding must be rated “Met”\n•\tDemonstrable QA aligned to Ofsted EIF\n•\tQuarterly performance reviews covering: \no\tProgress, attendance, risk indicators\no\tOTJT tracking\no\tAchievement rates (classified by Distinction/Merit/Pass)\no\tEmployer and learner satisfaction\no\tWithdrawals and retention patterns\n•\tAnnual quality audit reviewing delivery, safeguarding, data, staff qualifications and curriculum relevance\n7. Data & Reporting Requirements\nProviders must submit quarterly data on:\n•\tLearner starts, progress, completions, withdrawals\n•\tOff The Job Training delivery against plan\n•\tAttendance and punctuality\n•\tEPA readiness\nAdditional requirements:\n•\tGDPR compliant data management\n•\tSecure data exchange methods\n•\tCompatibility with SW digital/HR systems where required\n•\tCompliance with ESFA Individualised Learner Record (ILR) standards\n8. Employer Responsibilities (Southern Water)\nSouthern Water will:\n•\tAssign workplace mentors and supervisors\n•\tProvide equipment and on site learning opportunities\n•\tAllow and support OTJT within working hours\n•\tParticipate in tripartite progress reviews\n•\tEnsure a safe working environment\n9. Training Provider Responsibilities\nProviders must:\n•\tDeliver structured learning in line with Skills England approved standards\n•\tProvide face to face, hybrid and remote delivery where appropriate\n•\tBe fully ready for learner onboarding September 2026\n•\tMaintain up to date progress tracking\n•\tConduct regular tripartite reviews \n•\tPrepare learners for EPA with mock assessments\n•\tLiaise with EPAOs and manage gateway/EPA processes\n•\tMaintain qualified delivery staff and relevant industrial expertise\n10. Assessment Requirements\nEvery standard must include:\n•\tPortfolio of evidence and practical logbooks\n•\tMandatory qualifications (as required by Skills England)\n•\tGateway review checklist\n•\tEPA delivered by a registered EPAO, including (where applicable): \no\tKnowledge exams\no\tPractical observation\no\tProfessional discussion\no\tProject submission\n11. Procurement Process (PA23-Compliant)\nThis Framework is procured under the Competitive Flexible Procedure in accordance with the Procurement Act 2023, Utilities – Light Touch Regime.\nRules:\n•\tSubmission of a tender constitutes acceptance of the Framework",
    "tenderPeriod": {
      "endDate": "2026-04-07T10:00:00+01:00"
    },
    "enquiryPeriod": {
      "endDate": "2026-03-27T15:00:00+00:00"
    },
    "specialRegime": [
      "lightTouch",
      "utilities"
    ],
    "aboveThreshold": true,
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "electronicSubmissionPolicy": "allowed"
    },
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "The procurement documents are available for unrestricted and full direct access, free of charge, at\nhttps://southernwater.bravosolution.co.uk/\nAdditional information can be obtained from the above-mentioned address\nTenders or requests to participate must be submitted electronically via\nhttps://southernwater.bravosolution.co.uk\nTenders or requests to participate must be submitted to the above-mentioned address\nIf you are interested in bidding for this tender, please be aware that you will need to have registered on the central digital platform before you will be able to bid. This will require you to complete some information and then you will be provided with a unique identifier. For more information on how to register, please follow the below link:\nhow to register on the CDP",
    "procurementMethodDetails": "Competitive flexible procedure"
  },
  "parties": [
    {
      "id": "GB-PPON-PBJQ-2231-ZRPG",
      "name": "Southern Water Services Limited",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKJ27",
        "country": "GB",
        "locality": "Worthing",
        "postalCode": "Bn13 3NX",
        "countryName": "United Kingdom",
        "streetAddress": "Southern Water, Southern House"
      },
      "details": {
        "url": "http://www.southernwater.co.uk",
        "classifications": [
          {
            "id": "privateUtility",
            "scheme": "UK_CA_TYPE",
            "description": "Private utility"
          }
        ]
      },
      "identifier": {
        "id": "PBJQ-2231-ZRPG",
        "scheme": "GB-PPON"
      },
      "contactPoint": {
        "email": "antonia.odonovan@southernwater.co.uk"
      }
    }
  ],
  "language": "en",
  "initiationType": "tender"
}